JNBA Financial Advisors’s Otter Tail OTTR Stock Holding History

JNBA Financial Advisors’s Portfolio OTTR Stock Details OTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$132K	Sell	1,715 -115	-6%	-$8.87K	0.01%	198
2025 Q1	$147K	Buy	1,830 +115	+7%	+$9.24K	0.02%	188
2024 Q4	$127K	Hold	1,715	–	–	0.01%	198
2024 Q3	$134K	Hold	1,715	–	–	0.01%	202
2024 Q2	$150K	Buy	1,715 +311	+22%	+$27.2K	0.02%	198
2024 Q1	$121K	Hold	1,404	–	–	0.01%	216
2023 Q4	$119K	Hold	1,404	–	–	0.01%	217
2023 Q3	$107K	Hold	1,404	–	–	0.01%	219
2023 Q2	$111K	Hold	1,404	–	–	0.01%	219
2023 Q1	$101K	Hold	1,404	–	–	0.01%	230
2022 Q4	$82.4K	Hold	1,404	–	–	0.01%	241
2022 Q3	$86K	Hold	1,404	–	–	0.01%	235
2022 Q2	$94K	Hold	1,404	–	–	0.01%	228
2022 Q1	$88K	Hold	1,404	–	–	0.01%	235
2021 Q4	$100K	Hold	1,404	–	–	0.01%	235
2021 Q3	$79K	Hold	1,404	–	–	0.01%	247
2021 Q2	$69K	Buy	1,404 +789	+128%	+$38.8K	0.01%	258
2021 Q1	$28K	Hold	615	–	–	﹤0.01%	349
2020 Q4	$26K	Hold	615	–	–	﹤0.01%	334
2020 Q3	$22K	Hold	615	–	–	﹤0.01%	328
2020 Q2	$24K	Hold	615	–	–	0.01%	309
2020 Q1	$27K	Hold	615	–	–	0.01%	278
2019 Q4	$32K	Hold	615	–	–	0.01%	294
2019 Q3	$33K	Hold	615	–	–	0.01%	279
2019 Q2	$32K	Hold	615	–	–	0.01%	286
2019 Q1	$31K	Hold	615	–	–	0.01%	281
2018 Q4	$31K	Buy	+615	New	+$31K	0.01%	258
2017 Q4	–	Sell	-40	Closed	-$2K	–	484
2017 Q3	$2K	Hold	40	–	–	﹤0.01%	443
2017 Q2	$2K	Hold	40	–	–	﹤0.01%	425
2017 Q1	$2K	Hold	40	–	–	﹤0.01%	432
2016 Q4	$2K	Buy	+40	New	+$2K	﹤0.01%	453
2016 Q3	–	Sell	-40	Closed	-$1K	–	1641
2016 Q2	$1K	Hold	40	–	–	﹤0.01%	489
2016 Q1	$1K	Hold	40	–	–	﹤0.01%	517
2015 Q4	$1K	Hold	40	–	–	﹤0.01%	498
2015 Q3	$1K	Hold	40	–	–	﹤0.01%	505
2015 Q2	$1K	Hold	40	–	–	﹤0.01%	506
2015 Q1	$1K	Hold	40	–	–	﹤0.01%	509
2014 Q4	$1K	Hold	40	–	–	﹤0.01%	522
2014 Q3	$1K	Hold	40	–	–	﹤0.01%	559
2014 Q2	$1K	Hold	40	–	–	﹤0.01%	485
2014 Q1	$1K	Hold	40	–	–	﹤0.01%	456
2013 Q4	$1K	Hold	40	–	–	﹤0.01%	417
2013 Q3	$1K	Hold	40	–	–	﹤0.01%	405
2013 Q2	$1K	Buy	+40	New	+$1K	﹤0.01%	359